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How to Perform a Geriatric Assessment: A Comprehensive Guide

4 min read

According to the American Academy of Family Physicians, geriatric assessments typically differ from standard evaluations by including non-medical domains and incorporating a multidisciplinary team. A comprehensive understanding of these areas is crucial to learn how to perform a geriatric assessment effectively, addressing the unique needs of older adults and improving their quality of life.

Quick Summary

A geriatric assessment is a multidisciplinary evaluation of an older person's physical health, functional ability, cognitive and mental status, and socioeconomic factors. The process helps identify unrecognized needs and guide coordinated care plans to manage complex health conditions and optimize well-being.

Key Points

  • Start with purpose: Begin by understanding the primary reason for the assessment, such as changes in memory, mobility issues, or recent falls.

  • Review all medications: Perform a comprehensive review of all medications, including over-the-counter and supplements, to identify potential interactions or side effects.

  • Assess functional ability: Evaluate basic self-care tasks (ADLs) and complex living skills (IADLs) using scales like Katz and Lawton.

  • Screen for cognitive and mood issues: Use validated screening tools like the Mini-Cog or MoCA for cognition and the Geriatric Depression Scale for mood.

  • Evaluate fall risk: Conduct the Timed Up and Go test and observe gait to assess balance and risk of falling.

  • Probe social and environmental factors: Discuss living arrangements, caregiver support, and financial concerns, as these significantly impact health outcomes.

  • Check for malnutrition: Screen for nutritional status using tools like the MNA®-SF and monitor for unintentional weight loss.

  • Adopt a multidisciplinary approach: Involve various specialists, such as social workers, nutritionists, and physical therapists, for a holistic care plan.

In This Article

A comprehensive geriatric assessment (CGA) is a multidimensional, interdisciplinary process designed to evaluate the medical, psychosocial, and functional needs of older adults. By systematically gathering information across several key domains, healthcare professionals can develop a more complete and relevant picture of a patient's overall health than a standard medical evaluation alone. This guide breaks down the process of conducting a thorough CGA.

1. The Pre-Assessment and Initial Information Gathering

Before beginning the assessment, it is important to gather preliminary information. Common reasons for initiating a geriatric assessment include a recent fall, cognitive changes, or new difficulty with daily activities. The first steps involve:

  • Gathering context: Ask the patient, or their caregiver, about the primary reason for the visit. For patients unable to articulate their concerns, family members can provide crucial context.
  • Reviewing symptoms and impact: Conduct an open-ended discussion about any changes in health or daily routines. This helps uncover secondary concerns that might not be immediately obvious.
  • Performing a detailed medical and medication review: A comprehensive review should cover all diagnosed chronic illnesses, past hospitalizations, and current medications. For older adults, polypharmacy can increase the risk of falls and cognitive decline, so a careful review is essential. Tools like the Beers criteria can be helpful.

2. Functional Assessment

Functional status refers to a person's ability to perform tasks necessary for living independently. This evaluation is a cornerstone of the CGA. It includes:

  • Activities of Daily Living (ADLs): These are basic self-care tasks. Assessment tools like the Katz ADL scale can be used to evaluate a person's ability to perform tasks such as eating, dressing, bathing, and using the toilet.
  • Instrumental Activities of Daily Living (IADLs): These are more complex skills needed for independent living. The Lawton IADL scale is a common tool for assessing abilities like managing finances, preparing meals, and shopping.
  • Mobility and balance: Observe the patient's gait as they walk. A rapid assessment can include the "Timed Up and Go Test," where the patient is timed as they rise from a chair, walk 10 feet, turn, and sit back down. A time of over 12 seconds may indicate an increased fall risk.

3. Cognitive and Mental Health Assessment

Cognitive and mental health issues are often underdiagnosed in older adults but can significantly impact independence.

  • Cognitive screening: Brief tests like the Mini-Cog (three-item recall and a clock-drawing test) or the Montreal Cognitive Assessment (MoCA) can help screen for cognitive impairment. A positive screen warrants a more in-depth evaluation.
  • Depression and anxiety screening: Evaluate mood fluctuations and screen for depression using tools like the 15-item Geriatric Depression Scale (GDS). Addressing mental health issues is critical for improving overall well-being.
  • Memory assessment: Even basic memory screening can help identify early signs of cognitive decline, as initial signs of dementia can appear years before the actual onset.

4. Psychosocial and Environmental Assessment

This domain assesses the patient's support network and living environment, which are crucial for maintaining independence and quality of life.

  • Social network and support: Ask about the patient's living situation, caregiver involvement, and relationships with family and friends. The Lubben Social Network Scale can quantify the extent of a person's social network.
  • Financial status: Address any financial concerns that could impact the patient's ability to afford medications, housing, or follow-up care.
  • Caregiver burden: For patients with caregivers, it is important to assess the emotional and physical challenges the caregiver may be experiencing. High caregiver stress can compromise the care provided.
  • Environmental hazards: Identify potential hazards in the home environment, especially for patients with a history of falls. This can include poor lighting, loose rugs, and lack of grab bars.

5. Nutrition Assessment

Malnutrition is often insidious in older adults and can significantly impact function and health outcomes.

  • Screening for malnutrition: The Mini-Nutritional Assessment Short-Form (MNA®-SF) is a quick and effective tool for identifying individuals at risk. It uses questions about food intake, weight loss, and BMI.
  • Weight monitoring: Unintentional weight loss of more than 5% in six months is a key indicator that warrants further nutritional investigation.

Comparison of Geriatric Assessment Tools

Domain Rapid Screening Tool Comprehensive Assessment Tool Key Features
Functional Status (ADLs) Katz ADL Scale OARS Multidimensional Functional Assessment Questionnaire Evaluates self-care tasks; OARS includes non-physical domains
Functional Status (IADLs) Lawton IADL Scale OARS Multidimensional Functional Assessment Questionnaire Evaluates complex skills like managing finances and medication
Cognitive Screening Mini-Cog Montreal Cognitive Assessment (MoCA) Mini-Cog is faster and combines recall and clock drawing; MoCA is more in-depth
Depression Screening Geriatric Depression Scale (GDS-15) Beck Depression Inventory The GDS-15 is a reliable, rapid questionnaire for older adults
Malnutrition Screening MNA® Short-Form (MNA®-SF) Full Mini-Nutritional Assessment (MNA®) MNA®-SF is a quick screen; the full version offers a more detailed assessment
Fall Risk Timed Up and Go Test Tinetti Balance and Gait Evaluation Timed Up and Go is a simple gait observation; Tinetti is a more comprehensive balance and gait test
Social Support Lubben Social Network Scale-6 (LSNS-6) ESSI or Norbeck Social Support Questionnaire LSNS-6 is a quick, six-question screen for network size

Conclusion

Performing a geriatric assessment is a vital, systematic process that goes beyond a standard physical exam to address the complex, multidimensional needs of older adults. By carefully evaluating functional ability, cognitive and mental health, psychosocial circumstances, and nutrition, healthcare professionals can identify subtle but critical issues that might otherwise be overlooked. The insights gained from a CGA are instrumental in developing a coordinated and effective care plan, ultimately improving the patient's independence, safety, and overall quality of life. This multidisciplinary approach ensures that all facets of an older person's well-being are considered, paving the way for personalized and proactive care.

Frequently Asked Questions

The primary purpose is to identify and address the complex, multifaceted needs of older adults by systematically evaluating their medical, psychosocial, cognitive, functional, and environmental status. It aims to develop a coordinated care plan that optimizes their well-being and independence.

A geriatric assessment is more comprehensive and includes non-medical domains such as functional abilities, cognitive and mental health, and social support. It often involves a multidisciplinary team and emphasizes functional capacity and quality of life, unlike a standard physical exam that focuses primarily on medical conditions.

A functional assessment covers both Activities of Daily Living (ADLs), like eating, dressing, and bathing, and Instrumental Activities of Daily Living (IADLs), which include tasks like managing finances, preparing meals, and using a telephone.

Common tools include the Mini-Mental State Examination (MMSE), the Mini-Cog (a three-item recall and clock-drawing test), and the Montreal Cognitive Assessment (MoCA). A positive result on a screening tool suggests the need for further evaluation.

Fall risk is evaluated through observation of a patient's gait and balance. A common test is the 'Timed Up and Go' test, which measures the time it takes a person to rise from a chair, walk 10 feet, turn around, and sit back down.

This assessment is crucial because it helps identify a patient's support network, living situation, and potential environmental hazards. A strong social network and safe environment are key to maintaining independence and preventing issues like social isolation and falls.

A nutritional assessment should include screening for malnutrition using tools like the Mini-Nutritional Assessment (MNA) Short-Form and monitoring for unintentional weight loss, which can indicate underlying health issues.

References

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Medical Disclaimer

This content is for informational purposes only and should not replace professional medical advice. Always consult a qualified healthcare provider regarding personal health decisions.